• 2091: Small-cap Investing with Paul Hill and Paul Scott

  • May 1 2025
  • Duración: 1 h y 13 m
  • Podcast

2091: Small-cap Investing with Paul Hill and Paul Scott

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    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

    00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home
    07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)
    13:35 Genus
    18:40 Clarkson & impact of Trump’s tariffs
    24:05 Victrex
    27:00 LBG Media
    29:35 MPAC
    33:15 Trifast
    36:55 Strix
    39:00 DRX
    43:00 Eleco
    47:50 Tracsis
    49:35 Corero Network Security
    52:20 Focusrite
    56:00 Restore
    58:55 Cambridge Cognition
    61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter
    65:30 Whitbread
    68:45 Carclo

    Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .

    Published by Vox Markets
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